This capability shows all the relevant datapoints per portfolio company
Quickly identify top and bottom performing companies
How to use the capability
Explain some of the columns, scroll up to the far right
If needed data to be exported to Excel
Explain the Navigation Panel on the right, expand it to show the options
select “Top companies”
Top Companies - asset level benchmark
This report selects the portfolio companies with the highest values in the selected “rating measure”
Benefit: gain overview on larger funds
How to use the capability
Find the top and buttom companies Change the “rating measure” to “invested capital”
change the “# companies” to 4
explain the “gross MoIC” widget by focusing on Capist
The valuation of the GP has seen some changes, in 2020-Q1 the company lost one third of its value, it quickly recoverd, but then it got reduced to 0.5 again.
A bumpy road you would like to talk to your GP about.
navigate to “buttom companies” on the left
Change the “rating measure” to “gain/loss”
point out Capist on widget “buttom companies analysis”
navigate to “selected assets” on the left for ben
